See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,763 | $176,056+77.6% | $159,436+96.2% | $167,490+86.7% |
| Participation rate | 58.3% | 84.9%-26.6pp | 82.8%-24.5pp | 82.1%-23.8pp |
| Annual return | 19.27% | 331.75%-312.5pp | 263.57%-244.3pp | 478.56%-459.3pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,974 | $7,750-48.7% | $7,352-45.9% | $6,341-37.3% |
| Admin fee / account holder | -$510 | $12,554-104.1% | $10,799-104.7% | $12,309-104.1% |